CRM is a core application in ShareCRM. If you want to have a ShareCRM account, you need to register a ShareCRM enterprise account first, and then add the "CRM" application.
1. Register for a ShareCRM account
- Please log in to the official website of ShareCRM to register an enterprise account. Register New Enterprise
- If your enterprise has registered a ShareCRM account or you already have a ShareCRM account, just log in directly. Login to ShareCRM
2. Configure the organizational structure
In order to effectively manage employees, the organizational structure needs to be maintained under "Administration - Departments & Employees".
- Whole Company: It is the top node of the organizational structure, representing all departments of the company. The default is "Whole Company", and the name can be modified.
- Departments: You can create new departments under "Whole Company". In order to better manage employees of various departments and view employee data in ShareCRM, please focus on the "superior department" and "department owner": Superior department: Each department has a superior department. In ShareCRM, the owner of the upper-level department can see all the data of the lower-level department. In [CRM-CRM Management-Rule Settings-Basic Settings], you can configure the "Superior Visible Data Range" to be direct subordinate data or all subordinate data. All subordinate data: You can drill down to all subordinate department data. Direct subordinate data: only the direct subordinate department data. Department owner: Please configure the the department owner so that the superior approval can be configured in the approval flow or business process management. The superior here refers to the department owner of the department to which he belongs.
- Superior Department: Each department has a superior department. In ShareCRM, the owner of the upper-level department can see all the data of the lower-level department. In [CRM-CRM Management-Rule Settings-Basic Settings], you can configure the "Superior Visible Data Range" to be direct subordinate data or all subordinate data. All subordinate data: You can drill down to all subordinate department data. Direct subordinate data: only the direct subordinate department data.
- All Subordinate Data: You can drill down to all subordinate department data.
- Direct Subordinate Data: only the direct subordinate department data.
- Department Owner: Please configure the owner of the department so that the superior approval can be configured in the approval flow or business process management. The superior here refers to the department owner of the department to which he belongs.
3. Add ShareCRM account
Add and maintain employees under "Management-Departments & Employees".
- Create a new employee. When filling in the employee information, please pay attention to the following two information: Main department: the main department that the current user belongs to, there can only be one, and the owner of the user's main department can be selected for approval during the approval process or business process . Reporting object: The default is the owner of the main department, which can be modified. At present, the superior refers to the reporting object in the data permission of ShareCRM. For example, "My subordinate's responsible" in the account refers to the account records whose reporting object is the current user.
- Main Department: The main department is that the current user belongs to, there can only be one, and the owner of the user's main department can be selected for approval during the approval process or business process.
- Reporting Object: The default is the owner of the main department, which can be modified. At present, the superior refers to the reporting object in the data permission of ShareCRM. For example, "My subordinate's responsible" in the account refers to the account records whose reporting object is the current user.
4. Add CRM application and CRM account
CRM is the core application of ShareCRM products, and it needs to be used for a fee. After your enterprise purchased the CRM application, you can perform the following operations.
- The system administrator adds the "CRM" application in "Application Management";
- Add CRM administrator in CRM application,
- The CRM administrator assigns roles to employees who need to add CRM applications in "CRM-CRM Management-Function Permission Management". A user with a CRM-related role is a CRM user and has the "CRM" label at the top.
- Notes: Whether you can add the "CRM" application and the number of CRM employees you can add are determined according to your enterprise's purchase situation.